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Falcon Rappaport & Berkman

Full-service business law firm

Estate Planning Partner/Senior Associate

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-timeMt Kisco, NY, USA$140k - $180k /yrIn-person

About the Job

Requirements

  • At least 7 years of experience.
  • Proficiency in Microsoft Office is required.

Responsibilities

  • Handle all stages of estate planning and trust administration.
  • Conduct client intake and management.
  • Draft, review, and modify estate planning documents, including trusts, wills, powers of attorney, advance directives, and funding documents.
  • Advise high-net-worth clients on wealth transfer and asset protection strategies.
  • Implement strategies for reducing estate and income taxes and mitigating risk.
  • Prepare and review technical memoranda for clients involving estate tax issues.
  • Handle complex estate planning matters in consultation with the estate planning team.
  • Research client issues, analyze options, and propose the best course of action.
  • Review and monitor the work of paralegals and legal assistants.
  • Evaluate fraudulent transfers and voidable transactions associated with the planning services provided.

Desired Qualifications

  • Foreign language skills.
  • Experience with court appearances.
  • Corporate experience.
  • Real estate experience.
  • Experience evaluating fraudulent transfers and voidable transactions.
  • An existing book of business; preferred but not required.

About the Company

Falcon Rappaport & Berkman

Full-service business law firm

Falcon Rappaport & Berkman LLP is a full-service business law firm that helps clients with complex legal needs across many areas, including real estate, taxes, corporate and securities, litigation, trusts and estates, elder law, labor and employment, bankruptcy, and intellectual property, as well as newer areas like blockchain and cannabis. It works through interdisciplinary teams and a collaborative, client-partner approach backed by a firm-wide commitment to excellent service and access to thought leaders. The firm differentiates itself by combining deep, diverse legal skills with ongoing collaboration and strong relationships to simplify multi-faceted matters and deliver results. Its goal is to achieve outstanding outcomes for clients by drawing on expertise across multiple fields of law and partnering closely with them.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Hempstead, NY
Founded
2018

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